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monday.com + Salesforce

monday.com + Salesforce

monday.com + Salesforce integrations

Update Salesforce records when specific column values change in monday.com boards

Stay on top of your tasks and improve your sales processes with this streamlined workflow. When specific column values change in your monday.com boards, the respective record gets instantly updated in Salesforce. This automation enhances your task management efficiency, ensuring crucial changes don't go unnoticed and data across your apps is always accurate and up-to-date.

  1. When this happens...
    Specific Columns Values Changed in Board
    Specific Columns Values Changed in Board
    Specific Columns Values Changed in BoardTriggers when one of the specified columns' value is changed in the selected board.
  2. automatically do this!
    Update Record
    Update Record
    Update RecordUpdates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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More things you can do with monday.com and Salesforce

Discover other triggers and actions you can use with monday.com and Salesforce

    • Board ID
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    • Board ID
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    • Group Names to trigger on
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    • Board ID
      Required
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    • Board ID
      Required
    • Column ID
      Required
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    • Item_created_in_board_copy
    • Board ID
      Required
    Trigger
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    • Board ID
      Required
    • Column IDs
      Required
    Trigger
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    • Board ID
      Required
    • Column ID
      Required
    Trigger
    Instant
    Try It
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About monday.com
monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.
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